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Expert financial advisor - high net worth individuals

beBee Careers
Financial advisor
Posted: 13 June
Offer description

About the Role: As an Investment Counsellor, you will play a vital role in managing relationships with high-net-worth clients in Sweden. You will understand their needs and educate them on the reasoning behind portfolio changes, ensuring long-lasting relationships.Your Responsibilities:Build strong relationships with our clients, providing exceptional serviceManage a book of high-net-worth relationships with assets ranging from €100-150 millionServe as a conduit between our clients, Investment Policy Committee, research and trading departments, and various service teamsProactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophyGain advanced finance and capital markets education through our training programRequirements:At least 2 years of experience working with private clients in the banking or wealth management industryA solid understanding of financial concepts, markets, and current eventsNative Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial)The ability to connect with and educate diverse audiencesMiFID certification, training, or equivalentCFA or similar education is beneficialAbout Us:We are a global organisation that prioritises our clients' needs, providing unmatched service and a personalised approach to investing. We offer a range of benefits, including 100% paid premiums for supplemental healthcare and dental plans, 28 days annual leave, and enhanced maternity pay package.

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